Private Wealth Advisor
Hang Seng Bank Limited
Mongkok, Hong Kong
5天前

Description

A Career with Hang Seng Bank

Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services.

We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.

Private Wealth Advisor

Private Banking and Trust Services

We are currently seeking a high caliber professional to join our department as Private Wealth Advisor

Principal responsibilities :

  • Develop and maintain close relationship with customers to solicit new trust business.
  • Support frontline staff and work closely with different lines of business to identify new trust business opportunities.
  • Contribute to the growth of trust business by providing premium trust services and estate administration services.
  • Provide professional trust services to customers in setting up the trust structure such as on-boarding the trust clients in accordance with bank policies and conducting legal review of trust documents etc.
  • Implement business / pricing strategies as well as keep abreast of the latest market situation and development.
  • Train up and raise the professionalism of frontline staff in trust knowledge.
  • Requirements :

  • University degree in Law, Accounting or related discipline with a professional qualification in Society of Trust and Estate Practitioners (STEP) as a MUST.
  • Minimum 8 years of experience in trust services with a major bank trustee or an accounting firm with supervisory experience
  • Good knowledge of sales and marketing of trust business and / or customer service.

  • Extensive network in legal, taxation and trust fields.
  • Good relationship management, communication, interpersonal and analytical skills.
  • Strong self-motivation and ability to work under pressure
  • Proficiency in both English and Chinese, with proficiency in Putonghua an advantage.
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